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iShares MBS ETF
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Overview Fund Activity

511 hedge funds and large institutions have $19.1B invested in iShares MBS ETF in 2019 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 244 increasing their positions, 98 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+82
Holders Change %
+19.11%
% of All Funds
10.09%
Holding in Top 10
44
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+46.67%
% of All Funds
0.87%
New
125
Increased
244
Reduced
98
Closed
34
Calls
–
Puts
$1.01M
Net Calls
-$1.01M
Net Calls Change
-$54.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$841M
2
Barclays
Barclays
United Kingdom
+$406M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
4
CSIA
Charles Schwab Investment Advisory
California
+$173M
5
Truist Financial
Truist Financial
North Carolina
+$157M

Top Sellers

1
Jane Street
Jane Street
New York
-$175M
2
NP
NorthRock Partners
Minnesota
-$80.8M
3
Principal Financial Group
Principal Financial Group
Iowa
-$61.7M
4
KC
Kepos Capital
New York
-$55.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
226
tru Independence
Oregon
$1.7M +$1.7M +15,389 New
LWM
227
Laidlaw Wealth Management
New York
$1.68M +$1.68M +15,508 New
FNC
228
First National Corp
Massachusetts
$1.66M +$128K +1,187 +8%
BHWM
229
Bay Harbor Wealth Management
Maryland
$1.65M +$342K +3,165 +26%
CST
230
Charles Schwab Trust
Nevada
$1.63M -$462K -4,276 -22%
FC
231
FCA Corp
Texas
$1.62M +$135K +1,250 +9%
ATPW
232
Ashton Thomas Private Wealth
Arizona
$1.57M +$1.57M +14,571 New
LWM
233
Liberty Wealth Management
California
$1.56M +$459K +4,246 +42%
IWM
234
IHT Wealth Management
Illinois
$1.56M +$23.2K +215 +2%
SW
235
SVB Wealth
Massachusetts
$1.52M +$1.52M +14,090 New
SFS
236
Sowell Financial Services
Arkansas
$1.5M -$524K -4,847 -26%
WCG
237
Weaver Consulting Group
California
$1.49M – – –
FAIM
238
Financial Advocates Investment Management
Washington
$1.48M +$667K +6,173 +82%
NFG
239
Next Financial Group
Texas
$1.47M -$691K -6,400 -32%
AAM
240
Autus Asset Management
Arizona
$1.45M +$407K +3,769 +39%
PAMG
241
Patton Albertson Miller Group
Tennessee
$1.45M +$251K +2,323 +21%
I
242
INVST
Indiana
$1.44M +$680K +6,292 +89%
HBWM
243
Hollow Brook Wealth Management
New York
$1.44M +$1.44M +13,337 New
CCA
244
Cobblestone Capital Advisors
New York
$1.44M +$837K +7,748 +140%
JWCA
245
J.W. Cole Advisors
Florida
$1.42M +$1.42M +13,171 New
EA
246
Emerald Advisors
Washington
$1.42M +$1.42M +13,074 New
VWM
247
Venturi Wealth Management
Texas
$1.4M -$29.1K -269 -2%
QA
248
Quantitative Advantage
Minnesota
$1.4M +$202K +1,868 +17%
CWM
249
Cahaba Wealth Management
Georgia
$1.37M -$10.9K -101 -0.8%
BWP
250
Bernardo Wealth Planning
Pennsylvania
$1.37M +$1.11M +10,236 +425%
8 9
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